Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...
When the U.S. stock market is rallying--as it did for much of the past two decades--portfolio diversification falls to the wayside for many investors. After all, if U.S. stocks are doing well, why ...
Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...
Here's how to rebalance your portfolio as you approach retirement: Discuss your retirement plans with your financial planner two to five years before retirement. How you rebalance will depend on when ...
Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...
You can diversify and reduce the risk of your investments by building a sound stock portfolio — a collection of assets that includes stocks, bonds and exchange-traded funds (ETFs). Anybody can build a ...
Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...
Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...